Data Table Sheet Layout

When a table is first selected for data entry of viewing from the My Data section of the home page , the default view of the data is the summary panel. From this display, data is normally entered using the Data form (by selecting a record with the mouse or pressing New to create a new record).

However, at the top of the summary display, an option is available to View Data Grid Data Entry. This will present a grid of all available records, allowing amendment and data entry in a spreadsheet view.

In some situations, entry of data into the data entry sheet form will be faster as records can be entered one after the other and copying of data between records is possible. However, as this form views all available data, it is recommended that this view is limited to smaller table with less than 1000 records.

Unlike the summary view, the data sheet view shows all defined content of the table, for all the available records. The layout of the form will depend on the layout defined for the table and may include a list of documents associated with the record as a column at the end of the display.

Within the form display, as you move your cursor over the fields (columns) and records (rows), the field is highlighted to show focus. If you are creating a new record or your permissions allow you to edit existing records, selecting a cell will allow entry in that field. However, unlike excel, you must complete all mandatory columns in the record before starting a new row (the system will stop and warn you where information is missing).

Different fields will react in different ways, depending on the definition of the table, fields and content. Some fields may be display only, and either will not allow entry, may be calculated from other fields, or will be presented as drop down calendars or selection lists.

If you are amending existing data rows or creating new records at the end of the grid, the system will warn you if you try to do anything wrong (such as enter text into a numerical entry, or miss a mandatory field). Some warnings will be produced as you enter information, and some will be warned when you save the record.